Southern Capital Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Southern Capital Advisors’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.2M	Buy	31,603 +429	+1%	+$43.5K	1.33%	17
2026 Q1	$3.02M	Sell	31,174 -11,342	-27%	-$1.16M	1.41%	17
2025 Q4	$4.38M	Sell	42,516 -68	-0.2%	-$7K	2.02%	13
2025 Q3	$4.46M	Buy	42,584 +697	+2%	+$71.4K	2.09%	13
2025 Q2	$4.17M	Buy	41,887 +479	+1%	+$44.4K	2.13%	12
2025 Q1	$3.66M	Sell	41,408 -1,821	-4%	-$174K	2.03%	15
2024 Q4	$4.16M	Buy	43,229 +1,272	+3%	+$119K	2.3%	11
2024 Q3	$3.69M	Buy	41,957 +903	+2%	+$74.7K	2.08%	13
2024 Q2	$3.34M	Buy	41,054 +1,505	+4%	+$120K	2.05%	13
2024 Q1	$3.24M	Buy	39,549 +1,141	+3%	+$89K	1.97%	14
2023 Q4	$2.91M	Buy	38,408 +13,897	+57%	+$969K	2.07%	14
2023 Q3	$1.64M	Sell	24,511 -201	-0.8%	-$14.2K	1.37%	17
2023 Q2	$1.76M	Buy	24,712 +1,215	+5%	+$79.7K	1.34%	19
2023 Q1	$1.52M	Buy	23,497 +14	+0.1%	+$878	1.13%	21
2022 Q4	$1.34M	Buy	23,483 +2,200	+10%	+$132K	1.04%	26
2022 Q3	$1.24M	Buy	21,283 +661	+3%	+$42.1K	1.01%	22
2022 Q2	$1.17M	Buy	20,622 +11,763	+133%	+$760K	0.93%	23
2022 Q1	$665K	Sell	8,859 -9,901	-53%	-$745K	0.45%	33
2021 Q4	$1.58M	Buy	+18,760	New	+$1.55M	0.97%	26

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Southern Capital Advisors's IYC Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares US Consumer Discretionary ETF (IYC) stake by 1.4% in Q2 2026, buying an estimated $43.5K and bringing the position to 31,603 shares worth $3.2M. The position accounts for 1.33% of the portfolio, ranked #17.

Southern Capital Advisors first reported a position in IYC in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.46M in Q3 2025. 243 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Southern Capital Advisors held 31,603 shares of iShares US Consumer Discretionary ETF worth $3.2M as of Q2 2026.
Southern Capital Advisors bought 429 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $43.5K.
iShares US Consumer Discretionary ETF made up 1.33% of Southern Capital Advisors's portfolio in Q2 2026, its #17 holding.
Southern Capital Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2021 and has held it in 19 quarters since.
Southern Capital Advisors's iShares US Consumer Discretionary ETF position peaked at $4.46M in Q3 2025.
243 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.